Discover the differences and view some use cases.
Initial start date
This field doesn't affect the orders. It's used for displaying when the agreement was signed by the customer.
In the Scheduling section, this is the date after The subscription starts.
If you're using the Recurring Revenue sales model, this field also determines the date the ARR/MRR should start counting.
Start date current period
This field determines when the period starts, and when the first order will be created by the subscription.
In the Scheduling section, this is the date after The order period starts. The subscription is renewed when the period length has passed from this date.
Set the subscription start date first. If you move it past the order period start, the order period start moves to the same date. If you set the order period start before the subscription start date, the subscription start date moves back to it. You can change the dates until the subscription has created its first order.
Use cases
In most cases, these two dates should be the same, but here are some cases when they might differ:
My customer signed in August, but the first order should be sent in September
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I want to give my customer 3 free months, and then send the invoice for the following 12 monthsQuick answer:
Upsales sends the first invoice based on The order period starts, which makes it 3 months after the initial start date. |
I want to give my customer 3 free months: With monthly order intervalsCreate two subscriptions. In this case, I want the first period to be 15 months and thereafter the agreement should be renewed with a 12-month period length. Settings for Subscription 1 (3 first months)
How to give a discount? Add a 100 % discount on all order rows. Settings for Subscription 2 (next 12 months)This subscription will be automatically renewed.
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